Senior Wealth Portfolio Strategist

ntrs; Pasadena (CA); On-site; USD 189,000 - 331,000; Full time

Job summary

Northern Trust in Pasadena, CA seeks a senior investment professional to manage and lead execution for high net worth client portfolios. You will develop investment programs, analyze strategy, and coordinate with client service teams to meet objectives. The role requires deep portfolio and market knowledge, leadership, and adherence to risk guidelines.

Salary range listed is substantial, with comprehensive benefits and discretionary bonus potential. US work authorization required.

Qualifications

• Knowledge of investment theory, portfolio management, and financial principles.
• Decision making and negotiation skills to guide sensitive situations.
• Ability to interpret business challenges and improve products, processes or services.

Responsibilities

• Manages investment activities for a full set of major fee revenue producing accounts, typically larger in size and complexity.
• Develops, recommends, and directs the execution of programs to achieve investment objectives for specific clients.
• Analyzes and plans investment strategy with ongoing revisions to meet client goals, coordinating with client service teams.
• Maintains an influential presence with clients, co-trustees, consultants, and legal teams to align on requirements and portfolio activity.
• Leads others to solve complex problems and uses analytical thought to identify innovative solutions while upholding risk management practices.

Skills

Investment management

Portfolio management

Financial analysis

Job description

Northern Trust in Pasadena, CA seeks a senior investment professional to manage and lead execution for high net worth client portfolios. You will develop investment programs, analyze strategy, and coordinate with client service teams to meet objectives. The role requires deep portfolio and market knowledge, leadership, and adherence to risk guidelines.

Salary range listed is substantial, with comprehensive benefits and discretionary bonus potential. US work authorization required.